Learn how all these data elements fit together:
This example features adding data about vendors and their invoices:
Table names | Vendors, Invoices |
Relationship | Vendor (one) to Invoices (many) |
Choice Field | Service – Values: Consulting, Licensing, Product, Other |
Vendor fields | Name, Description (multiline) Address, City, State, Zip Code Internal contact (lookup to user table) |
Invoices fields | Name (rename to Invoice Number) Date, Service (choice) Cost (currency) |
Disclaimer: The instructional video contained herein is an excerpt from a recorded live virtual instructor-led training session. Some images contained therein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.